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lisa-purafog-com
July 10, 2020
Question

How do i put an accept button on my estimate

  • July 10, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details

    3 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    July 10, 2020

    You may need a 3rd party app to do so. Once your customer accepted the Estimate, system will generate the Invoice automatically.

    G
    GlinetteC
    July 10, 2020

     Hello there, lisa-purafog-com.

     

    Currently, the ability to allow customers to accept estimates online is unavailable. I've got an option you may consider doing to get an online customer approval system set up for your Estimates in QBO.

     

    QuickBooks Online has a lot of supported third-party apps that offer platforms for customer approving estimates. I encourage you to visit the QuickBooks App Center and search for a keyword like Estimates to get started. 

     

    I am also including this article about customizing invoices, estimates, and sales receipts in Quickbooks Online for your future reference. It contains information about personalizing custom templates.

     

    If you need further assistance, don't hesitate to ask. I'll be around to help you out.

      H
      HandyOahu
      January 18, 2021

      Are there plans to add an accept button feature? If so, when? That would be incredibly helpful and add a lot of value to this product. 

      mahalo! 

        Adrian_A
        Adrian_A
        January 18, 2021

        Good day, HandyOahu.

         

        As of now, I'm unable to tell if and when a button to accept payment will be available. 

         

        I'd suggest visiting our Blog. We'll be posting there any product and feature updates.

         

        I'm just around if you need help. Keep safe!

          J
          Joshocs
          May 9, 2022

          So I just got an estimate from a friend who is going to do some landscaping around my house. His estimate had an accept or decline option. I accepted. Then called him and he said as of about a month ago, he got an update and it automatically sends it, his customer have been using it and he loves it.

           

          I have no available updates or option to do this. My estimates currently do not have this option. We both have qb online. But he may pay for the next level up from me. But it does not list it as an option to get if you pay more either.

           

          anyone from Intuit have any information about this change in the last month or so?

           

          Thanks,

          katherinejoyceO
          katherinejoyceO
          May 9, 2022

          Thanks for joining in this conversation, @Joshocs.

           

          At this time, the option to let customers accept estimates online is still unavailable. It could be that your friend uses a third-party app as suggested by my peer @ GlinetteC here in this thread.  

           

          You also want to visit our QuickBooks App Center to look for the best app that works for your business. You can search for a keyword like Estimates to get started. 

           

          Let me know in your reply if you have any additional concerns. I'll be around to help. 

          J
          Joshocs
          May 9, 2022

          I reached out to my friend, he said he is not using a 3rd party app. He goes into his QB App and creates a new estimate. Here is the one he just sent me for this purpose. See screen shots attached from customers perspective.

          Please Advice.

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